policyengine-us 1.441.3__py3-none-any.whl → 1.450.0__py3-none-any.whl

policyengine_us/tests/policy/baseline/gov/states/wa/dshs/tanf/wa_tanf.yaml

@@ -0,0 +1,102 @@
+- name: Eligible with no income - full payment standard
+  period: 2024-01
+  input:
+    state_code: WA
+    wa_tanf_eligible: true
+    wa_tanf_payment_standard: 706
+    wa_tanf_countable_income: 0
+  output:
+    # Benefit = $706 - $0 = $706
+    wa_tanf: 706
+
+- name: Eligible with partial income - reduced benefit
+  period: 2024-01
+  input:
+    state_code: WA
+    wa_tanf_eligible: true
+    wa_tanf_payment_standard: 706
+    wa_tanf_countable_income: 250
+  output:
+    # Benefit = $706 - $250 = $456
+    wa_tanf: 456
+
+- name: Eligible with income equal to payment standard - zero benefit
+  period: 2024-01
+  input:
+    state_code: WA
+    wa_tanf_eligible: true
+    wa_tanf_payment_standard: 706
+    wa_tanf_countable_income: 706
+  output:
+    # Benefit = $706 - $706 = $0
+    wa_tanf: 0
+
+- name: Eligible with income exceeding payment standard - zero benefit
+  period: 2024-01
+  input:
+    state_code: WA
+    wa_tanf_eligible: true
+    wa_tanf_payment_standard: 706
+    wa_tanf_countable_income: 800
+  output:
+    # Benefit = max($706 - $800, 0) = $0
+    wa_tanf: 0
+
+- name: Ineligible household - zero benefit
+  period: 2024-01
+  input:
+    state_code: WA
+    wa_tanf_eligible: false
+    wa_tanf_payment_standard: 706
+    wa_tanf_countable_income: 0
+  output:
+    wa_tanf: 0
+
+- name: Large family - benefit capped by maximum grant cap
+  period: 2024-01
+  input:
+    state_code: WA
+    wa_tanf_eligible: true
+    wa_tanf_payment_standard: 1_662
+    wa_tanf_countable_income: 0
+  output:
+    # Benefit before cap = $1,662 - $0 = $1,662
+    # Maximum grant cap = $1,338
+    # Benefit = min($1,662, $1,338) = $1,338
+    wa_tanf: 1_338
+
+- name: Large family with income - benefit under cap
+  period: 2024-01
+  input:
+    state_code: WA
+    wa_tanf_eligible: true
+    wa_tanf_payment_standard: 1_529
+    wa_tanf_countable_income: 250
+  output:
+    # Benefit before cap = $1,529 - $250 = $1,279
+    # Maximum grant cap = $1,338
+    # Benefit = min($1,279, $1,338) = $1,279 (under cap)
+    wa_tanf: 1_279
+
+- name: Medium family - benefit exactly at cap
+  period: 2024-01
+  input:
+    state_code: WA
+    wa_tanf_eligible: true
+    wa_tanf_payment_standard: 1_392
+    wa_tanf_countable_income: 54
+  output:
+    # Benefit before cap = $1,392 - $54 = $1,338
+    # Maximum grant cap = $1,338
+    # Benefit = min($1,338, $1,338) = $1,338 (exactly at cap)
+    wa_tanf: 1_338
+
+- name: Only calculate for WA
+  period: 2024-01
+  input:
+    state_code: OR
+    wa_tanf_eligible: false
+    wa_tanf_payment_standard: 706
+    wa_tanf_countable_income: 0
+  output:
+    wa_tanf: 0

policyengine_us/tests/policy/baseline/gov/states/wa/dshs/tanf/wa_tanf_resources_eligible.yaml

@@ -1,16 +1,15 @@
-- name: Households with assets lower than or equal to $6,000 are eligible.
-  period: 2023
+- name: Households with assets at or below resource limit are eligible
+  period: 2024
   input:
     state_code: WA
-    wa_tanf_countable_resources: 6_000
+    wa_tanf_countable_resources: 12_000
   output:
     wa_tanf_resources_eligible: true
 
-
-- name: Households with assets higher than $6,000 are ineligible. 
-  period: 2023
+- name: Households with assets above resource limit are ineligible
+  period: 2024
   input:
     state_code: WA
-    wa_tanf_countable_resources: 7_000
+    wa_tanf_countable_resources: 13_000
   output:
     wa_tanf_resources_eligible: false

policyengine_us/tests/policy/baseline/gov/territories/pr/tax/income/gradual_adjustment/pr_gradual_adjustment_amount.yaml

@@ -0,0 +1,29 @@
+- name: Not eligible, income below threshold
+  period: 2024
+  input:
+    pr_gradual_adjustment_eligible: False
+    pr_net_taxable_income: 70_000
+    pr_exemptions: 4_000
+    state_code: PR
+  output:
+    pr_gradual_adjustment_amount: 0
+
+- name: Amount lower than limit
+  period: 2024
+  input:
+    pr_gradual_adjustment_eligible: True
+    pr_net_taxable_income: 501_000 
+    pr_exemptions: 1_300
+    state_code: PR
+  output:
+    pr_gradual_adjustment_amount: 50
+
+- name: Limit lower than amount
+  period: 2024
+  input:
+    pr_gradual_adjustment_eligible: True
+    pr_net_taxable_income: 700_000 
+    pr_exemptions: 1_000
+    state_code: PR
+  output:
+    pr_gradual_adjustment_amount: 9_225

policyengine_us/tests/policy/baseline/gov/territories/pr/tax/income/gradual_adjustment/pr_gradual_adjustment_eligible.yaml

@@ -0,0 +1,15 @@
+- name: Not eligible
+  period: 2024
+  input:
+    pr_net_taxable_income: 500_000
+    state_code: PR
+  output:
+    pr_gradual_adjustment_eligible: False
+
+- name: Eligible
+  period: 2024
+  input:
+    pr_net_taxable_income: 500_001
+    state_code: PR
+  output:
+    pr_gradual_adjustment_eligible: True

policyengine_us/tests/policy/baseline/gov/territories/pr/tax/income/pr_agi.yaml

@@ -0,0 +1,17 @@
+- name: Total income greater than alimony
+  period: 2024
+  input:
+    pr_gross_income: 20_000
+    alimony_expense: 5_000
+    state_code: PR
+  output:
+    pr_agi: 15_000
+
+- name: Alimony greater than total income
+  period: 2024
+  input:
+    pr_gross_income: 5_000
+    alimony_expense: 10_000
+    state_code: PR
+  output:
+    pr_agi: 0

policyengine_us/tests/policy/baseline/gov/territories/pr/tax/income/pr_agi_person.yaml

@@ -0,0 +1,17 @@
+- name: Joint
+  period: 2024
+  input:
+    pr_agi: 20_000
+    filing_status: JOINT
+    state_code: PR
+  output:
+    pr_agi_person: 10_000
+
+- name: Separate
+  period: 2024
+  input:
+    pr_agi: 20_000
+    filing_status: SEPARATE
+    state_code: PR
+  output:
+    pr_agi_person: 20_000

policyengine_us/tests/policy/baseline/gov/territories/pr/tax/income/pr_tax_before_credits.yaml

@@ -0,0 +1,19 @@
+- name: Lower bracket
+  period: 2024
+  input:
+    state_code: PR
+    pr_gross_income: 100_000
+    pr_normal_tax: 2_000
+    pr_gradual_adjustment_amount: 0
+  output:
+    pr_regular_tax_before_credits: 1_840
+
+- name: Upper bracket
+  period: 2024
+  input:
+    state_code: PR
+    pr_gross_income: 100_001
+    pr_normal_tax: 1_000
+    pr_gradual_adjustment_amount: 500
+  output:
+    pr_regular_tax_before_credits: 1_425

policyengine_us/tests/policy/baseline/gov/territories/pr/tax/income/taxable_income/pr_net_taxable_income.yaml

@@ -0,0 +1,26 @@
+- name: Base case
+  period: 2024
+  input:
+    pr_agi: 40_000
+    pr_casualty_loss_deduction: 1_000
+    pr_charitable_deduction: 500
+    pr_retirement_deduction: 20_000
+    pr_medical_expense_deduction: 0
+    pr_mortgage_deduction: 3_000
+    pr_education_deduction: 1_500
+    pr_personal_exemption: 1_000
+    pr_veteran_exemption: 0
+    pr_dependents_exemption: 500
+    state_code: PR
+  output:
+    pr_net_taxable_income: 12_500
+
+- name: AGI smaller than exemption and deduction sum
+  period: 2024
+  input:
+    pr_agi: 10_000
+    pr_casualty_loss_deduction: 10_000
+    pr_charitable_deduction: 5
+    state_code: PR
+  output:
+    pr_net_taxable_income: 0

policyengine_us/tests/policy/baseline/gov/usda/snap/snap_min_allotment.yaml

@@ -35,14 +35,14 @@
   output:
     snap_min_allotment: 30
 
-- name: In other states, we keep the standard minium allotment amount
+- name: In other states, we keep the standard minimum allotment amount
   period: 2022-01
   input:
     spm_unit_size: 2
-    state_code: AB
+    state_code: CA
     state_group: CONTIGUOUS_US
   output:
-    snap_min_allotment: 250 * 0.08 
+    snap_min_allotment: 250 * 0.08
 
 - name: Above age threshold in 2017, Maryland provides a different minimum allotment amount 
   period: 2022-01

policyengine_us/tests/policy/baseline/gov/usda/wic/integration.yaml

@@ -0,0 +1,181 @@
+# WIC Integration Tests
+# Tests the full eligibility pipeline from demographics to benefits.
+# Per 42 U.S.C. § 1786, eligibility requires:
+# 1. Valid demographic category (pregnant, postpartum, breastfeeding, infant, child)
+# 2. Income ≤ 185% FPG OR categorical eligibility (SNAP/TANF/Medicaid)
+# 3. Nutritional risk assessment (assumed true in individual simulation)
+#
+# Note: WIC package values are uprated from 2018 base values using CPI-U.
+# Note: school_meal_countable_income is input as ANNUAL but computed as monthly.
+
+- name: Case 1, infant in low-income family eligible for WIC.
+  period: 2024-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        # Parent - not WIC eligible (adult)
+        age: 30
+      person2:
+        # Infant - WIC eligible
+        age: 0
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        # Annual income: $24,000
+        # Monthly: $2,000
+        # 2-person FPG 2024: $20,440/year = $1,703/month
+        # Ratio: 2000/1703 = 1.17 < 1.85 ✓
+        school_meal_countable_income: 24_000
+  output:
+    wic_category: [NONE, INFANT]
+    meets_wic_income_test: true
+    is_wic_eligible: [false, true]
+    # INFANT value uprated from $138.64 (2018) to ~$173.28 (2024)
+    wic: [0, 173.28]
+
+- name: Case 2, pregnant woman fails income but passes categorical via SNAP.
+  period: 2024-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 25
+        is_pregnant: true
+    spm_units:
+      spm_unit:
+        members: [person1]
+        # Annual income: $60,000
+        # Monthly: $5,000
+        # Pregnant adds +1 to household → 2-person FPG: $20,440/year = $1,703/month
+        # Ratio: 5000/1703 = 2.94 > 1.85 ✗
+        school_meal_countable_income: 60_000
+        snap: 200
+  output:
+    wic_category: PREGNANT
+    meets_wic_income_test: false
+    meets_wic_categorical_eligibility: true
+    is_wic_eligible: true
+    # PREGNANT value uprated from $37.33 (2018) to ~$46.66 (2024)
+    wic: 46.66
+
+- name: Case 3, child age 3 eligible through Medicaid.
+  period: 2024-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 3
+        medicaid_enrolled: true
+    spm_units:
+      spm_unit:
+        members: [person1]
+        # Annual income: $48,000
+        # Monthly: $4,000
+        # 1-person FPG 2024: $15,060/year = $1,255/month
+        # Ratio: 4000/1255 = 3.19 > 1.85 ✗
+        school_meal_countable_income: 48_000
+        # Explicitly disable SNAP to test Medicaid pathway
+        snap: 0
+  output:
+    wic_category: CHILD
+    meets_wic_income_test: false
+    meets_wic_categorical_eligibility: true
+    is_wic_eligible: true
+    # CHILD value uprated from $31.78 (2018) to ~$39.72 (2024)
+    wic: 39.72
+
+- name: Case 4, healthy adult not eligible even with SNAP.
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 35
+    spm_units:
+      spm_unit:
+        members: [person1]
+        school_meal_countable_income: 12_000
+        snap: 200
+  output:
+    wic_category: NONE
+    meets_wic_income_test: true
+    meets_wic_categorical_eligibility: true
+    # Not eligible - adult is not in valid WIC demographic category
+    is_wic_eligible: false
+    wic: 0
+
+- name: Case 5, child age 5 not eligible (too old).
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 5
+        # Explicitly disable Medicaid to test demographic-only rejection
+        medicaid_enrolled: false
+    spm_units:
+      spm_unit:
+        members: [person1]
+        school_meal_countable_income: 18_000
+        # Explicitly disable SNAP/TANF
+        snap: 0
+        tanf: 0
+  output:
+    # Age 5+ is category NONE per 42 U.S.C. § 1786(b)(2)
+    wic_category: NONE
+    meets_wic_income_test: true
+    meets_wic_categorical_eligibility: false
+    is_wic_eligible: false
+    wic: 0
+
+- name: Case 6, family with pregnant mother and toddler.
+  period: 2024-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 32
+      person2:
+        age: 28
+        is_pregnant: true
+      person3:
+        age: 2
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+        # Annual income: $36,000
+        # Monthly: $3,000
+        # 3 people + 1 for pregnancy = 4-person equivalent
+        # 4-person FPG 2024: $31,200/year = $2,600/month
+        # Ratio: 3000/2600 = 1.15 < 1.85 ✓
+        school_meal_countable_income: 36_000
+  output:
+    wic_category: [NONE, PREGNANT, CHILD]
+    is_wic_eligible: [false, true, true]
+    # Father: $0, Mother: ~$46.66, Child: ~$39.72
+    wic: [0, 46.66, 39.72]
+
+- name: Case 7, income above 185% FPG without categorical eligibility.
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 2
+        # Explicitly disable Medicaid to test income-only pathway
+        medicaid_enrolled: false
+    spm_units:
+      spm_unit:
+        members: [person1]
+        # Annual income: $36,000
+        # Monthly: $3,000
+        # 1-person FPG 2024: $15,060/year = $1,255/month
+        # Ratio: 3000/1255 = 2.39 > 1.85 ✗
+        school_meal_countable_income: 36_000
+        # Explicitly disable SNAP/TANF
+        snap: 0
+        tanf: 0
+  output:
+    wic_category: CHILD
+    meets_wic_income_test: false
+    meets_wic_categorical_eligibility: false
+    is_wic_eligible: false
+    wic: 0

policyengine_us/tests/policy/baseline/gov/usda/wic/is_wic_at_nutritional_risk.yaml

@@ -0,0 +1,33 @@
+# Nutritional risk is a health assessment per 42 U.S.C. § 1786(b)(8).
+# In individual simulation, all persons are assumed at nutritional risk.
+# In microsimulation, risk is assigned probabilistically by category.
+
+- name: Case 1, infant assumed at nutritional risk in individual simulation.
+  period: 2024-01
+  input:
+    age: 0
+  output:
+    is_wic_at_nutritional_risk: true
+
+- name: Case 2, child assumed at nutritional risk in individual simulation.
+  period: 2024-01
+  input:
+    age: 3
+  output:
+    is_wic_at_nutritional_risk: true
+
+- name: Case 3, adult assumed at nutritional risk in individual simulation.
+  period: 2024-01
+  input:
+    age: 35
+  output:
+    # Even adults are assumed at nutritional risk in individual simulation.
+    # Demographic eligibility is checked separately in is_wic_eligible.
+    is_wic_at_nutritional_risk: true
+
+- name: Case 4, person receiving WIC is at nutritional risk.
+  period: 2024-01
+  input:
+    receives_wic: true
+  output:
+    is_wic_at_nutritional_risk: true

policyengine_us/tests/policy/baseline/gov/usda/wic/is_wic_eligible.yaml

@@ -1,39 +1,52 @@
 # WIC requires each of the following:
-# - Either meeting the income test or categorical eligibility,
-# - Meeting a demographic test (pregnancy, age, parental status), and
+# - Being in a valid demographic category (pregnant, postpartum, breastfeeding, infant, or child),
+# - Either meeting the income test or categorical eligibility, and
 # - Being assessed to be at nutritional risk.
-- name: Case 1, satisfied all conditions hence is eligible
+
+# Unit tests with stubbed inputs
+- name: Case 1, child satisfies all conditions hence is eligible.
   period: 2022
   input:
+    wic_category: CHILD
     meets_wic_income_test: true
-    meets_wic_categorical_eligibility: true
     is_wic_at_nutritional_risk: true
   output:
     is_wic_eligible: true
 
-- name: Case 2, not nutritional risk hence not eligible
+- name: Case 2, healthy adult not eligible even with all other conditions met.
   period: 2022
   input:
+    wic_category: NONE
     meets_wic_income_test: true
     meets_wic_categorical_eligibility: true
-    is_wic_at_nutritional_risk: false
+    is_wic_at_nutritional_risk: true
   output:
     is_wic_eligible: false
 
-- name: Case 3, eligible when either income test or categorical passed 
+- name: Case 3, child not eligible without income or categorical eligibility.
   period: 2022
   input:
-    meets_wic_income_test: true
+    wic_category: CHILD
+    meets_wic_income_test: false
     meets_wic_categorical_eligibility: false
     is_wic_at_nutritional_risk: true
   output:
-    is_wic_eligible: true
+    is_wic_eligible: false
 
-- name: Case 4, eligible when either income test or categorical passed 
-  period: 2022
+- name: Case 4, family with adult, infant, and child age 6.
+  period: 2024-01
   input:
-    meets_wic_income_test: false
-    meets_wic_categorical_eligibility: true
-    is_wic_at_nutritional_risk: true
+    people:
+      person1:
+        age: 30
+      person2:
+        age: 0
+      person3:
+        age: 6
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+        school_meal_countable_income: 30_000
   output:
-    is_wic_eligible: true
+    # Adult: not eligible, infant: eligible, age 6: not eligible
+    is_wic_eligible: [false, true, false]

policyengine_us/tests/policy/baseline/household/demographic/geographic/state_group.yaml

@@ -11,3 +11,24 @@
     state_code: AK
   output:
     state_group: AK
+
+- name: Contiguous state does not cause empty array indexing error
+  period: 2024
+  input:
+    state_code: TX
+  output:
+    state_group: CONTIGUOUS_US
+
+- name: Hawaii
+  period: 2024
+  input:
+    state_code: HI
+  output:
+    state_group: HI
+
+- name: Puerto Rico
+  period: 2024
+  input:
+    state_code: PR
+  output:
+    state_group: PR

policyengine_us/tests/policy/baseline/household/expense/health/has_bcc_qualifying_coverage.yaml

@@ -0,0 +1,12 @@
+- name: Default is no qualifying coverage
+  period: 2024
+  input: {}
+  output:
+    has_bcc_qualifying_coverage: false
+
+- name: Has qualifying coverage when set
+  period: 2024
+  input:
+    has_bcc_qualifying_coverage: true
+  output:
+    has_bcc_qualifying_coverage: true

policyengine_us/tests/policy/contrib/local/ny/nyc_mamdani_income_tax.yaml

@@ -0,0 +1,51 @@
+- name: Person below threshold in 2026
+  period: 2026
+  reforms: policyengine_us.reforms.local.ny.mamdani_income_tax.nyc_mamdani_income_tax
+  input:
+    gov.local.ny.mamdani_income_tax.in_effect: True
+    nyc_taxable_income: 800_000
+    in_nyc: true
+  output:
+    nyc_mamdani_income_tax: 0
+
+- name: Person at threshold in 2026
+  period: 2026
+  reforms: policyengine_us.reforms.local.ny.mamdani_income_tax.nyc_mamdani_income_tax
+  input:
+    gov.local.ny.mamdani_income_tax.in_effect: True
+    nyc_taxable_income: 1_000_000
+    in_nyc: true
+  output:
+    nyc_mamdani_income_tax: 0
+
+- name: Person above threshold in 2026
+  period: 2026
+  reforms: policyengine_us.reforms.local.ny.mamdani_income_tax.nyc_mamdani_income_tax
+  input:
+    gov.local.ny.mamdani_income_tax.in_effect: True
+    nyc_taxable_income: 1_200_000
+    in_nyc: true
+  output:
+    # (1_200_000 - 1_000_000) * 0.02 = 200_000 * 0.02 = 4_000
+    nyc_mamdani_income_tax: 4_000
+
+- name: Person well above threshold in 2026
+  period: 2026
+  reforms: policyengine_us.reforms.local.ny.mamdani_income_tax.nyc_mamdani_income_tax
+  input:
+    gov.local.ny.mamdani_income_tax.in_effect: True
+    nyc_taxable_income: 2_000_000
+    in_nyc: true
+  output:
+    # (2_000_000 - 1_000_000) * 0.02 = 1_000_000 * 0.02 = 20_000
+    nyc_mamdani_income_tax: 20_000
+
+- name: Person not in NYC (no tax)
+  period: 2026
+  reforms: policyengine_us.reforms.local.ny.mamdani_income_tax.nyc_mamdani_income_tax
+  input:
+    gov.local.ny.mamdani_income_tax.in_effect: True
+    nyc_taxable_income: 1_500_000
+    in_nyc: false
+  output:
+    nyc_mamdani_income_tax: 0

policyengine_us/variables/gov/hhs/medicare/costs/medicare_cost.py

@@ -0,0 +1,30 @@
+from policyengine_us.model_api import *
+
+
+class medicare_cost(Variable):
+    value_type = float
+    entity = Person
+    label = "Medicare cost"
+    documentation = (
+        "Annual value of Medicare benefits received. Calculated as total "
+        "Medicare spending on behalf of the beneficiary minus premiums paid. "
+        "This represents the net benefit value of Medicare coverage."
+    )
+    unit = USD
+    definition_period = YEAR
+    reference = "https://www.cms.gov/medicare"
+    defined_for = "medicare_enrolled"
+
+    def formula(person, period, parameters):
+        # Total Medicare spending on behalf of beneficiary
+        per_capita_spending = parameters(
+            period
+        ).calibration.gov.hhs.medicare.per_capita_cost
+
+        # Premiums paid by beneficiary
+        part_a_premium = person("base_part_a_premium", period)
+        part_b_premium = person("income_adjusted_part_b_premium", period)
+        total_premiums = part_a_premium + part_b_premium
+
+        # Net benefit = spending - premiums
+        return max_(per_capita_spending - total_premiums, 0)